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Industry Overview / Equity
- Asian Daily: India - Kotak Mahindra Bank Ltd: 2Q22: Loan growth picks up; NIMs moderate. Maintain NEUTRAL by Credit Suisse
- Asian Daily: India - Cipla Limited: Margins still running 300bps higher than pre-COVID-19; In-line 2Q with strong India and South Africa. Maintain NEUTRAL by Credit Suisse
- Asian Daily: India - Home First Finance Company India Ltd: 2Q22: Improved growth outlook to drive re-rating. Maintain OUTPERFORM by Credit Suisse
- H.TO: Hydro One Limited - Disco Deep Dive - Allowed versus Earned by Credit Suisse
- Asian Daily: China - Alibaba Health: Profit alert indicates short- to medium-term earnings pressure; Drug sales business strong. Maintain OUTPERFORM by Credit Suisse
- Credit Suisse: Around the Clock: 27 October, 2021 by Credit Suisse
- Asian Daily: China - Aluminum Corporation Of China Ltd.: 3Q21 results briefing takeaway. Maintain OUTPERFORM by Credit Suisse
- First Edition: Summary Europe: 27 October, 2021 by Credit Suisse
- European Utilities Daily: Plugged In! 27 October 2021 by Credit Suisse
- Global Breakfast Banker: 27 October 2021 by Credit Suisse
- Asian Daily: India - ABB India: Strong results with even stronger commentary; challenge is meeting demand; pricing power, leverage absorbs commodities spike, forex. Maintain OUTPERFORM by Credit Suisse
- CS Morning Highlights: Wednesday by Credit Suisse
- Asian Daily: South Korea - Kia: Shining product mix tailwind, inventory restocking to begin from 4Q21E. Maintain OUTPERFORM by Credit Suisse
- Second Edition: Summary Europe: 27 October, 2021 by Credit Suisse
- Asian Daily: China - CR Micro: 3Q recurring NI in-line; cautiously optimistic about 2022. Maintain OUTPERFORM by Credit Suisse
- Australia First Edition, 28 October 2021 - GOZ, HUM, 360, Sell-downs loom amidst increasing LNG appetite, A2M, WOW by Credit Suisse
- Asian Daily: China - Baic Bluepark New Energy Technology Co.,Ltd: 3Q21 result in-line, quarterly net loss down 19% YoY and 13% QoQ. Maintain UNDERPERFORM by Credit Suisse
- Asian Daily: Indonesia - PT Bank Tabungan Pensiunan Nasional Syariah Tbk: 3Q21 results: Resilient performance. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Kuaishou Tech: Time to revisit part III - investors' feedback. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Jiangsu Yanghe Brewery Joint-stock Co., Ltd: 3Q results in line; waiting for clearer strategies for premium segment and ex-Jiangsu. Maintain NEUTRAL by Credit Suisse
- Asian Daily: South Korea - LG Display Co Ltd.: 3Q21 review: OLED improving but LCD price decline ahead. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - Meyer Optoelectronic Technology: Positive towards long-term growth despite 3Q result missed. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: ASEAN Technology Sector - A challenging 3Q21 for some, but demand outlook remains robust into 4Q21/2022 by Credit Suisse
- Asian Daily: China - Songcheng Performance Development Co Ltd: Weak 3Q on COVID resurgence; recovery optimism well in the price. Maintain UNDERPERFORM by Credit Suisse
- Asian Daily: China - Proya: Disciplined cost management a positive in 3Q; FY21 guidance unchanged. Maintain OUTPERFORM by Credit Suisse